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VISA INC COM CL A
(92826C839)

Funds Reporting Holdings of VISA INC COM CL A according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Rmsincerbeaux Capital Management LLC 90,550 $15,714,953k Jun 30, 2019 Aug 9, 2019
Select Equity Group LP 56,543 $9,813,038k Jun 30, 2019 Aug 14, 2019
GS Investments Inc 27,420 $4,758,741k Jun 30, 2019 Aug 9, 2019
Sands Capital Management LLC 15,684,204 $2,721,994k Jun 30, 2019 Aug 14, 2019
Magellan Asset Management Limited 15,214,723 $2,640,515k Jun 30, 2019 Aug 13, 2019
Edgewood Management LLC 13,402,912 $2,326,075k Jun 30, 2019 Aug 12, 2019
Polen Capital Management LLC 9,538,670 $1,655,436k Jun 30, 2019 Aug 12, 2019
Investec Asset Management Limited 4,900,087 $850,410k Jun 30, 2019 Jul 30, 2019
AKRE Capital Management LLC 4,887,270 $848,186k Jun 30, 2019 Aug 13, 2019
Jackson Square Partners LLC 3,564,413 $618,603k Jun 30, 2019 Aug 14, 2019
Vontobel Asset Management Inc 2,930,193 $525,445k Jun 30, 2019 Aug 14, 2019
Mawer Investment Management Ltd 2,863,387 $496,829k Jun 30, 2019 Aug 6, 2019
Kensico Capital Management Corp 2,862,100 $496,717k Jun 30, 2019 Aug 14, 2019
DSM Capital Partners LLC 2,553,667 $443,189k Jun 30, 2019 Aug 14, 2019
Vulcan Value Partners LLC 2,329,364 $404,261k Jun 30, 2019 Aug 14, 2019
Provident Trust Company 1,998,544 $346,847k Jun 30, 2019 Aug 1, 2019
GQG Partners LLC 1,790,718 $310,624k Jun 30, 2019 Aug 14, 2019
The Windacre Partnership LLC 1,692,000 $293,647k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 2,566 $270,000k Sep 30, 2017 Nov 14, 2017
Third Point LLC 1,500,000 $260,325k Jun 30, 2019 Aug 13, 2019
Ruane Cunniff & Goldfarb LP 1,447,506 $251,215k Jun 30, 2019 Aug 14, 2019
Bluespruce Investments LP 1,424,745 $247,264k Jun 30, 2019 Aug 14, 2019
Cantillon Capital Management LLC 1,367,371 $237,307k Jun 30, 2019 Jul 26, 2019
Cantillon Capital Management LLP 1,367,371 $237,307k Jun 30, 2019 Jul 26, 2019
Two Creeks Capital Management LP 1,253,436 $217,534k Jun 30, 2019 Aug 14, 2019
Marsico Capital Management LLC 1,252,900 $217,441k Jun 30, 2019 Aug 14, 2019
RE Advisers Corporation 1,230,000 $213,467k Jun 30, 2019 Aug 12, 2019
Farallon Capital Management LLC 1,187,779 $206,139k Jun 30, 2019 Aug 14, 2019
Melvin Capital Management LP 936,076 $162,456k Jun 30, 2019 Aug 14, 2019
Waverton Investment Management Limited 720,586 $125,058k Jun 30, 2019 Jul 17, 2019
MAR Vista Investment Partners LLC 620,025 $107,605k Jun 30, 2019 Aug 13, 2019
Weitz Investment Management Inc 584,470 $101,435k Jun 30, 2019 Aug 8, 2019
KG Funds Management LLC 582,433 $101,081k Jun 30, 2019 Aug 14, 2019
Marshfield Associates Inc 576,141 $99,989k Jun 30, 2019 Aug 15, 2019
Steadfast Capital Management LP 542,058 $94,074k Jun 30, 2019 Aug 14, 2019
Palestra Capital Management LLC 534,833 $92,820k Jun 30, 2019 Aug 14, 2019
The London Company of Virginia LLC 528,832 $91,779k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 514,414 $89,276k Jun 30, 2019 Aug 1, 2019
Gardner Russo & Gardner LLC 512,994 $89,030k Jun 30, 2019 Aug 13, 2019
Point72 Asset Management LP 486,100 $84,363k Jun 30, 2019 Aug 14, 2019
Thornburg Investment Management Inc 482,378 $83,717k Jun 30, 2019 Aug 6, 2019
Aravt Global LLC 462,000 $80,180k Jun 30, 2019 Aug 14, 2019
PAR Capital Management Inc 450,000 $78,098k Jun 30, 2019 Aug 14, 2019
Sustainable Growth Advisers LP 418,059 $72,554k Jun 30, 2019 Aug 12, 2019
Cryder Capital Partners LLP 395,049 $68,561k Jun 30, 2019 Aug 6, 2019
Viking Global Investors LP 387,368 $67,228k Jun 30, 2019 Aug 14, 2019
Schwartz Investment Counsel Inc 374,850 $65,055k Jun 30, 2019 Jul 24, 2019
Atalan Capital Partners LP 362,500 $62,912k Jun 30, 2019 Aug 14, 2019
Scopus Asset Management LP 355,265 $61,656k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 351,901 $61,072k Jun 30, 2019 Aug 6, 2019
Crestwood Advisors Group LLC 349,016 $60,572k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 345,051 $59,884k Jun 30, 2019 Aug 13, 2019
Stockbridge Partners LLC 340,752 $59,138k Jun 30, 2019 Aug 14, 2019
Provident Investment Management Inc 335,829 $58,283k Jun 30, 2019 Aug 8, 2019
Columbus Hill Capital Management LP 326,044 $56,585k Jun 30, 2019 Aug 14, 2019
Crow Point Partners LLC 310,000 $53,800k Jun 30, 2019 Aug 14, 2019
Adams Diversified Equity Fund Inc 301,400 $52,308k Jun 30, 2019 Jul 29, 2019
Miura Global Management LLC 300,000 $52,065k Jun 30, 2019 Aug 14, 2019
Golub Group LLC 295,163 $51,226k Jun 30, 2019 Aug 13, 2019
Dupont Capital Management Corp 284,310 $49,342k Jun 30, 2019 Jul 30, 2019
The Ithaka Group LLC 283,249 $49,158k Jun 30, 2019 Aug 12, 2019
Altarock Partners LLC 282,516 $49,031k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 274,672 $47,669k Jun 30, 2019 Jul 31, 2019
ALTA Capital Management LLC 264,817 $45,959k Jun 30, 2019 Jul 26, 2019
Lateef Investment Management LP 256,474 $44,511k Jun 30, 2019 Aug 12, 2019
Castle HOOK Partners LP 247,829 $43,011k Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 246,737 $42,821k Jun 30, 2019 Aug 13, 2019
Suncoast Equity Management LLC 238,479 $41,388k Jun 30, 2019 Jul 26, 2019
Atalanta Sosnoff Capital LLC 229,974 $39,912k Jun 30, 2019 Jul 15, 2019
Aureus Asset Management LLC 229,149 $39,769k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 227,700 $39,518k Jun 30, 2019 Jul 23, 2019
Bristol Gate Capital Partners Inc 223,647 $38,811k Jun 30, 2019 Aug 14, 2019
ECHO Street Capital Management LLC 223,470 $38,783k Jun 30, 2019 Aug 14, 2019
Churchill Management Corp 222,529 $38,620k Jun 30, 2019 Jul 10, 2019
Private Wealth Partners LLC 218,413 $37,906k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 218,413 $37,906k Jun 30, 2019 Aug 6, 2019
Compass Capital Management Inc 212,603 $36,897k Jun 30, 2019 Jul 31, 2019
Gillespie Robinson & Grimm Inc 209,738 $36,400k Jun 30, 2019 Jul 22, 2019
Night OWL Capital Management LLC 201,690 $35,003k Jun 30, 2019 Aug 14, 2019
Carleon Capital Partners LLC 200,000 $34,710k Jun 30, 2019 Aug 13, 2019
Riverbridge Partners LLC 190,839 $33,120k Jun 30, 2019 Jul 10, 2019
Cornerstone Capital Inc 190,493 $33,060k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 190,493 $33,060k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 152,747 $32,592k Sep 30, 2014 Nov 14, 2014
Badgley Phelps and Bell Inc 180,086 $31,254k Jun 30, 2019 Jul 30, 2019
HHR Asset Management LLC 178,271 $30,939k Jun 30, 2019 Aug 14, 2019
Zweig-Dimenna Associates LLC 178,192 $30,925k Jun 30, 2019 Jul 10, 2019
Hartwell J M Ltd Partnership 176,989 $30,716k Jun 30, 2019 Jul 31, 2019
Violich Capital Management 176,931 $30,706k Jun 30, 2019 Jul 22, 2019
Sander Capital Advisors Inc 177,815 $30,549k Jun 30, 2019 Jul 25, 2019
Polaris Greystone Financial Group LLC 174,029 $30,271k Jun 30, 2019 Jul 25, 2019
Pacer Advisors Inc 168,304 $29,209k Jun 30, 2019 Aug 12, 2019
Tiger Global Management LLC 163,000 $28,289k Jun 30, 2019 Aug 14, 2019
Pictet North America Advisors SA 160,455 $27,847k Jun 30, 2019 Aug 7, 2019
Cadinha & Co LLC 158,324 $27,477k Jun 30, 2019 Aug 9, 2019
Friess Associates LLC 154,961 $26,893k Jun 30, 2019 Aug 14, 2019
Tiger EYE Capital LLC 146,099 $25,355k Jun 30, 2019 Aug 14, 2019
Torray LLC 144,011 $24,993k Jun 30, 2019 Aug 8, 2019
Bishop Rock Capital LP 141,073 $24,483k Jun 30, 2019 Aug 14, 2019
White ELM Capital LLC 138,200 $23,985k Jun 30, 2019 Aug 14, 2019
Park Presidio Capital LLC 135,000 $23,429k Jun 30, 2019 Aug 14, 2019
Ostrum Asset Management US LLC 141,970 $22,174k Mar 31, 2019 May 15, 2019
Grassi Investment Management LLC 122,729 $21,300k Jun 30, 2019 Jul 10, 2019
North American Management Corp 122,253 $21,217k Jun 30, 2019 Jul 30, 2019
Barometer Capital Management Inc 121,200 $21,034k Jun 30, 2019 Aug 13, 2019
Dillon & Associates Inc 119,872 $20,858k Jun 30, 2019 Jul 22, 2019
Incline Global Management LLC 119,198 $20,687k Jun 30, 2019 Aug 14, 2019
DOCK Street Asset Management Inc 117,476 $20,388k Jun 30, 2019 Jul 31, 2019
ZWJ Investment Counsel Inc 112,203 $19,473k Jun 30, 2019 Jul 24, 2019
Zevin Asset Management LLC 112,009 $19,439k Jun 30, 2019 Aug 6, 2019
Taurus Asset Management LLC 111,629 $19,373k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 294,592 $19,269k Mar 31, 2015 May 15, 2015
Sentry Management Inc 109,070 $18,929k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 109,070 $18,929k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 106,988 $18,568k Jun 30, 2019 Jul 29, 2019
Thomas Story and SON LLC 101,715 $17,653k Jun 30, 2019 Jul 29, 2019
Archon Partners LLC 101,560 $17,626k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 100,738 $17,483k Jun 30, 2019 Aug 14, 2019
Quest Investment Management LLC 100,265 $17,401k Jun 30, 2019 Aug 13, 2019
Grand JEAN Capital Management Inc 98,616 $17,115k Jun 30, 2019 Aug 13, 2019
Howard Capital Management Inc 98,604 $17,113k Jun 30, 2019 Jul 24, 2019
BTR Capital Management Inc 97,741 $16,963k Jun 30, 2019 Jul 18, 2019
South Street Advisors LLC 95,743 $16,616k Jun 30, 2019 Jul 22, 2019
Vestor Capital LLC 95,299 $16,539k Jun 30, 2019 Aug 6, 2019
Thames Capital Management LLC 93,500 $16,227k Jun 30, 2019 Aug 14, 2019
Origin Asset Management LLP 93,297 $16,192k Jun 30, 2019 Aug 9, 2019
Foster Dykema Cabot & Co Incorporated 90,545 $15,714k Jun 30, 2019 Aug 6, 2019
SVA Plumb Wealth Management LLC 87,678 $15,217k Jun 30, 2019 Aug 13, 2019
Mastrapasqua Asset Management Inc 86,623 $15,034k Jun 30, 2019 Aug 12, 2019
Baltimore-Washington Financial Advisors Inc 86,558 $15,022k Jun 30, 2019 Jul 25, 2019
Wallington Asset Management LLC 85,844 $14,898k Jun 30, 2019 Aug 13, 2019
Eagle Ridge Investment Management LLC 85,414 $14,824k Jun 30, 2019 Aug 1, 2019
Lunia Capital LP 84,179 $14,609k Jun 30, 2019 Aug 14, 2019
CCM Investment Advisers LLC 83,150 $14,430k Jun 30, 2019 Aug 5, 2019
Skylands Capital LLC 83,100 $14,422k Jun 30, 2019 Jul 29, 2019
California Capital Advisors Inc 83,032 $14,410k Jun 30, 2019 Jul 15, 2019
Kayne Anderson Rudnick Investment Management LLC 82,862 $14,381k Jun 30, 2019 Aug 14, 2019
The Roosevelt Investment Group Inc 80,734 $14,011k Jun 30, 2019 Aug 8, 2019
Hendley & Co Inc 80,713 $14,008k Jun 30, 2019 Aug 8, 2019
Port Capital LLC 79,494 $13,796k Jun 30, 2019 Aug 14, 2019
Wafra Inc 78,834 $13,682k Jun 30, 2019 Aug 14, 2019
QS Investors LLC 76,008 $13,192k Jun 30, 2019 Aug 14, 2019
Hartline Investment Corp 74,799 $12,981k Jun 30, 2019 Aug 8, 2019
Abbrea Capital LLC 73,187 $12,702k Jun 30, 2019 Jul 31, 2019
Edgemoor Investment Advisors Inc 71,082 $12,336k Jun 30, 2019 Aug 9, 2019
Steigerwald Gordon & KOCH Inc 70,606 $12,254k Jun 30, 2019 Jul 15, 2019
SAND Hill Global Advisors LLC 69,368 $12,039k Jun 30, 2019 Aug 13, 2019
Greystone Managed Investments Inc 69,155 $12,002k Jun 30, 2019 Jul 23, 2019
Peak Asset Management LLC 68,241 $11,843k Jun 30, 2019 Aug 15, 2019
Folger Nolan Fleming Douglas Capital Management Inc 67,393 $11,696k Jun 30, 2019 Aug 9, 2019
Riverpark Capital Management LLC 66,965 $11,622k Jun 30, 2019 Aug 13, 2019
Main Street Research LLC 66,215 $11,492k Jun 30, 2019 Aug 8, 2019
The Leuthold Group LLC 65,219 $11,319k Jun 30, 2019 Aug 14, 2019
Hudson WAY Capital Management LLC 62,900 $10,916k Jun 30, 2019 Aug 14, 2019
Addenda Capital Inc 62,459 $10,839k Jun 30, 2019 Jul 12, 2019
Bluemar Capital Management LLC 61,808 $10,727k Jun 30, 2019 Aug 14, 2019
Stieven Capital Advisors LP 61,500 $10,673k Jun 30, 2019 Aug 9, 2019
Brightworth LLC 61,237 $10,628k Jun 30, 2019 Jul 31, 2019
Crossvault Capital Management LLC 60,030 $10,418k Jun 30, 2019 Jul 19, 2019
Centre Asset Management LLC 59,750 $10,370k Jun 30, 2019 Jul 15, 2019
Matthew GOFF Investment Advisor LLC 58,474 $10,148k Jun 30, 2019 Aug 5, 2019
Global Endowment Management LP 57,990 $10,064k Jun 30, 2019 Aug 12, 2019
Benin Management Corp 57,345 $9,952k Jun 30, 2019 Jul 31, 2019
Northstar Financial Advisors LLC 56,943 $9,882k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 56,943 $9,882k Jun 30, 2019 Jul 17, 2019
Pointstate Capital LP 55,570 $9,644k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 54,763 $9,504k Jun 30, 2019 Aug 13, 2019
The Swarthmore Group Inc 54,450 $9,450k Jun 30, 2019 Jul 25, 2019
Beach Point Capital Management LP 54,110 $9,391k Jun 30, 2019 Aug 7, 2019
Nepsis Inc 53,415 $9,140k Jun 30, 2019 Jul 22, 2019
Zevenbergen Capital Investments LLC 51,908 $9,009k Jun 30, 2019 Aug 13, 2019
Fagan Associates Inc 49,401 $8,574k Jun 30, 2019 Jul 12, 2019
LOWE Brockenbrough & Company Inc 48,983 $8,501k Jun 30, 2019 Aug 12, 2019
Riverpark Advisors LLC 48,588 $8,432k Jun 30, 2019 Aug 13, 2019
Wedgewood Partners Inc 48,588 $8,432k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Inc 48,213 $8,367k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 48,213 $8,367k Jun 30, 2019 Jul 29, 2019
Chickasaw Capital Management LLC 48,201 $8,365k Jun 30, 2019 Jul 15, 2019
Sensato Investors LLC 47,836 $8,302k Jun 30, 2019 Aug 14, 2019
Progressive Investment Management Corporation 47,221 $8,195k Jun 30, 2019 Aug 12, 2019
Partners Capital Investment Group LLP 47,158 $8,184k Jun 30, 2019 Aug 12, 2019
TT International 47,107 $8,175k Jun 30, 2019 Aug 12, 2019
Ipswich Investment Management Company Inc 46,525 $8,074k Jun 30, 2019 Jul 11, 2019
Liberty Capital Management Inc 45,404 $7,880k Jun 30, 2019 Jul 15, 2019
Strategic Investment Advisors LLC 45,218 $7,847k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 45,218 $7,847k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 45,218 $7,847k Jun 30, 2019 Jul 22, 2019
Bridgecreek Investment Management LLC 44,308 $7,690k Jun 30, 2019 Aug 14, 2019
DAVY Asset Management Limited 44,286 $7,686k Jun 30, 2019 Jul 19, 2019
Auxier Asset Management LLC 44,228 $7,676k Jun 30, 2019 Aug 15, 2019
Marvin & Palmer Associates 43,297 $7,514k Jun 30, 2019 Aug 19, 2019
Selkirk Management LLC 40,000 $6,942k Jun 30, 2019 Aug 13, 2019
Leonard Green & Partners LP 40,000 $6,942k Jun 30, 2019 Aug 14, 2019
Mccollum Christoferson Group LLC 39,876 $6,920k Jun 30, 2019 Jul 11, 2019
HCR Wealth Advisors 39,371 $6,833k Jun 30, 2019 Jul 25, 2019
Stillwater Investment Management LLC 38,891 $6,749k Jun 30, 2019 Jul 3, 2019
Stralem & Company Incorporated 38,410 $6,666k Jun 30, 2019 Jul 16, 2019
Sitrin Capital Management LLC 37,717 $6,546k Jun 30, 2019 Jul 17, 2019
Motley FOOL Asset Management LLC 37,530 $6,513k Jun 30, 2019 Aug 14, 2019
Ramsay Stattman VELA & Price Inc 37,267 $6,468k Jun 30, 2019 Aug 9, 2019
Mitchell Capital Management Co 37,074 $6,434k Jun 30, 2019 Jul 24, 2019
Bruderman Asset Management LLC 36,646 $6,360k Jun 30, 2019 Aug 12, 2019
Philadelphia Financial Management of SAN Francisco LLC 36,596 $6,351k Jun 30, 2019 Aug 14, 2019
Rothschild Capital Partners LLC 36,125 $6,269k Jun 30, 2019 Jul 17, 2019
Overbrook Management Corporation 35,988 $6,246k Jun 30, 2019 Aug 13, 2019
Foothills Asset Management Ltd 35,320 $6,130k Jun 30, 2019 Jul 17, 2019
Cfo4Life Group LLC 34,821 $6,043k Jun 30, 2019 Jul 29, 2019
Blue FIN Capital Inc 34,157 $5,927k Jun 30, 2019 Jul 22, 2019
Monetta Financial Services Inc 34,000 $5,901k Jun 30, 2019 Aug 9, 2019
Covey Capital Advisors LLC 33,895 $5,882k Jun 30, 2019 Aug 8, 2019
Shepherd Financial Partners LLC 33,877 $5,879k Jun 30, 2019 Aug 5, 2019
Tuttle Tactical Management LLC 33,756 $5,858k Jun 30, 2019 Jul 29, 2019
Stoneridge Investment Partners LLC 32,571 $5,653k Jun 30, 2019 Jul 29, 2019
Lyell Wealth Management LP 32,219 $5,592k Jun 30, 2019 Aug 1, 2019
Capital Planning Advisors LLC 31,850 $5,528k Jun 30, 2019 Aug 9, 2019
Bourgeon Capital Management LLC 30,664 $5,322k Jun 30, 2019 Jul 18, 2019
Wells Trecaso Financial Group LLC 30,562 $5,304k Jun 30, 2019 Jul 22, 2019
RDL Financial Inc 30,164 $5,235k Jun 30, 2019 Jul 17, 2019
Bronfman EL Rothschild LP 30,113 $5,226k Jun 30, 2019 Aug 12, 2019
Exchange Capital Management Inc 29,482 $5,117k Jun 30, 2019 Jul 22, 2019
Argus Investors' Counsel Inc 29,380 $5,099k Jun 30, 2019 Jul 10, 2019
Crestwood Capital Management LP 28,615 $4,966k Jun 30, 2019 Aug 13, 2019
Johanson Financial Advisors Inc 28,544 $4,950k Jun 30, 2019 Jul 29, 2019
YCG LLC 27,454 $4,765k Jun 30, 2019 Jul 23, 2019
Cottage Street Advisors LLC 27,380 $4,752k Jun 30, 2019 Aug 2, 2019
Mount Yale Investment Advisors LLC 27,016 $4,736k Jun 30, 2019 Aug 13, 2019
American Money Management LLC 27,141 $4,710k Jun 30, 2019 Aug 12, 2019
Olstein Capital Management LP 27,000 $4,686k Jun 30, 2019 Jul 31, 2019
FFCM LLC 26,835 $4,657k Jun 30, 2019 Jul 30, 2019
Broadleaf Partners LLC 26,612 $4,619k Jun 30, 2019 Jul 19, 2019
Cohen Capital Management Inc 26,360 $4,575k Jun 30, 2019 Aug 7, 2019
Thompson Investment Management Inc 26,348 $4,573k Jun 30, 2019 Aug 7, 2019
KARP Capital Management Corporation 25,877 $4,491k Jun 30, 2019 Aug 8, 2019
Traynor Capital Management Inc 25,658 $4,463k Jun 30, 2019 Jul 26, 2019
Quadrant Capital Management LLC 25,682 $4,457k Jun 30, 2019 Aug 8, 2019
Rossmore Private Capital LLC 25,669 $4,455k Jun 30, 2019 Aug 5, 2019
Dudley & Shanley Inc 25,599 $4,443k Jun 30, 2019 Jul 10, 2019
Benson Investment Management Company Inc 25,415 $4,411k Jun 30, 2019 Jul 11, 2019
NEXT Century Growth Investors LLC 25,037 $4,345k Jun 30, 2019 Aug 14, 2019
Vernier Capital Partners LP 25,000 $4,339k Jun 30, 2019 Aug 14, 2019
Beach Investment Management LLC 24,760 $4,297k Jun 30, 2019 Jul 17, 2019
Carret Asset Management LLC 23,967 $4,160k Jun 30, 2019 Aug 12, 2019
Poehling Capital Management Inc 23,963 $4,159k Jun 30, 2019 Aug 9, 2019
LEE Financial Group Hawaii Inc 23,727 $4,118k Jun 30, 2019 Jul 30, 2019
Hedeker Wealth LLC 23,305 $4,044k Jun 30, 2019 Jul 26, 2019
Armor Investment Advisors LLC 23,258 $4,036k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 23,258 $4,036k Jun 30, 2019 Aug 13, 2019
Merriman Wealth Management LLC 2,234 $3,886k Jun 30, 2019 Jul 31, 2019
Torch Wealth Management LLC 22,129 $3,840k Jun 30, 2019 Aug 2, 2019
Searle & Co 22,011 $3,820k Jun 30, 2019 Jul 17, 2019
Marietta Wealth Management LLC 21,996 $3,817k Jun 30, 2019 Aug 14, 2019
Woodstock Corporation 21,890 $3,799k Jun 30, 2019 Jul 3, 2019
East Coast Asset Management LLC 21,585 $3,746k Jun 30, 2019 Aug 14, 2019
Legacy Capital Partners Inc 21,050 $3,653k Jun 30, 2019 Jul 16, 2019
Stokes Capital Advisors LLC 20,886 $3,625k Jun 30, 2019 Jul 15, 2019
Fernwood Investment Management LLC 20,528 $3,563k Jun 30, 2019 Aug 1, 2019
Glynn Capital Management LLC 20,000 $3,471k Jun 30, 2019 Aug 2, 2019
Security Asset Management Inc 19,946 $3,462k Jun 30, 2019 Aug 6, 2019
First Pacific Advisors LP 19,900 $3,454k Jun 30, 2019 Aug 14, 2019
Aristotle Atlantic Partners LLC 19,596 $3,401k Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 19,488 $3,382k Jun 30, 2019 Jul 17, 2019
Triangle Securities Wealth Management 19,101 $3,365k Jun 30, 2019 Jul 10, 2019
Mendel Money Management Inc 19,182 $3,329k Jun 30, 2019 Aug 8, 2019
DUFF & Phelps Investment Management Co 18,950 $3,289k Jun 30, 2019 Aug 2, 2019
AFT Forsyth and Company Inc 18,657 $3,238k Jun 30, 2019 Jul 29, 2019
Altman Advisors Inc 18,336 $3,182k Jun 30, 2019 Jul 12, 2019
Advanced Asset Management Advisors Inc 18,125 $3,146k Jun 30, 2019 Aug 2, 2019
Saratoga Research & Investment Management 18,102 $3,142k Jun 30, 2019 Jul 24, 2019
Hunter Associates Investment Management LLC 17,950 $3,115k Jun 30, 2019 Aug 8, 2019
Bowie Capital Management LLC 17,800 $3,089k Jun 30, 2019 Aug 9, 2019
Baldwin Investment Management LLC 17,605 $3,055k Jun 30, 2019 Aug 6, 2019
Capital Counsel LLC 17,378 $3,016k Jun 30, 2019 Jul 26, 2019
The Mathes Company Inc 17,270 $2,997k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 13,872 $2,960k Sep 30, 2014 Nov 17, 2014
Pinkerton Retirement Specialists LLC 17,044 $2,958k Jun 30, 2019 Aug 6, 2019
Hennessy Advisors Inc 16,965 $2,944k Jun 30, 2019 Jul 11, 2019
Congress Park Capital LLC 15,433 $2,835k Jun 30, 2019 Aug 2, 2019
Telos Capital Management Inc 16,129 $2,799k Jun 30, 2019 Jul 19, 2019
Blue CHIP Wealth Management Inc 15,734 $2,731k Jun 30, 2019 Aug 13, 2019
Butensky & Cohen Financial Security Inc 15,550 $2,699k Jun 30, 2019 Jul 12, 2019
Grace Capital 15,260 $2,648k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 14,951 $2,595k Jun 30, 2019 Aug 2, 2019
Benedict Financial Advisors Inc 14,949 $2,594k Jun 30, 2019 Aug 1, 2019
KJ Harrison & Partners USA Inc 14,912 $2,588k Jun 30, 2019 Aug 5, 2019
Doliver Capital Advisors LP 14,848 $2,577k Jun 30, 2019 Jul 25, 2019
Mirador Capital Partners LP 14,703 $2,552k Jun 30, 2019 Aug 6, 2019
Wendell David Associates Inc 14,429 $2,504k Jun 30, 2019 Jul 16, 2019
Profit Investment Management LLC 14,289 $2,480k Jun 30, 2019 Jul 16, 2019
RB Capital Management LLC 14,229 $2,477k Jun 30, 2019 Aug 7, 2019
Guardian Investment Management LLC 42,262 $2,414k Jun 30, 2019 Aug 16, 2019
Northstar Wealth Partners LLC 13,118 $2,277k Jun 30, 2019 Aug 15, 2019
Integre Asset Management LLC 13,060 $2,267k Jun 30, 2019 Aug 14, 2019
Precept Management LLC 13,000 $2,256k Jun 30, 2019 Aug 14, 2019
Arjuna Capital LLC 12,861 $2,232k Jun 30, 2019 Aug 21, 2019
Northside Capital Management LLC 12,760 $2,214k Jun 30, 2019 Jul 16, 2019
Oliver Luxxe Assets LLC 12,562 $2,213k Jun 30, 2019 Jul 10, 2019
Ativo Capital Management LLC 12,665 $2,198k Jun 30, 2019 Aug 14, 2019
Wiley Bros-Aintree Capital LLC 12,559 $2,180k Jun 30, 2019 Jul 10, 2019
Private Harbour Investment Management & Counsel LLC 12,559 $2,180k Jun 30, 2019 Aug 6, 2019
Castle Rock Wealth Management LLC 12,411 $2,154k Jun 30, 2019 Aug 8, 2019
Oak Asset Management LLC 11,720 $2,116k Jun 30, 2019 Jul 25, 2019
Daiwa SB Investments Ltd 13,470 $2,104k Mar 31, 2019 Apr 18, 2019
Wexford Capital LP 12,041 $2,090k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 11,678 $2,027k Jun 30, 2019 Jul 22, 2019
Wespac Advisors Socal LLC 11,232 $1,949k Jun 30, 2019 Jul 30, 2019
Excalibur Management Corp 11,065 $1,920k Jun 30, 2019 Jul 26, 2019
Evermay Wealth Management LLC 10,938 $1,898k Jun 30, 2019 Jul 23, 2019
LVW Advisors LLC 10,700 $1,857k Jun 30, 2019 Aug 14, 2019
Glovista Investments LLC 10,603 $1,840k Jun 30, 2019 Aug 14, 2019
LaSalle Street Capital Management LLC 10,578 $1,836k Jun 30, 2019 Aug 8, 2019
Annex Advisory Services LLC 10,242 $1,777k Jun 30, 2019 Jul 18, 2019
Westbourne Investment Advisors Inc 10,050 $1,744k Jun 30, 2019 Jul 22, 2019
Morgens Waterfall Vintiadis & Company Inc 10,000 $1,736k Jun 30, 2019 Aug 14, 2019
Campbell Newman Asset Management Inc 9,950 $1,727k Jun 30, 2019 Jul 24, 2019
Nicholas Hoffman & Company LLC 9,942 $1,725k Jun 30, 2019 Aug 12, 2019
Symphony Asset Management LLC 9,910 $1,720k Jun 30, 2019 Aug 14, 2019
Accuvest Global Advisors 9,785 $1,698k Jun 30, 2019 Jul 17, 2019
Alphastar Capital Management LLC 9,706 $1,685k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 9,662 $1,677k Jun 30, 2019 Aug 1, 2019
Lejeune Puetz Investment Counsel 9,646 $1,674k Jun 30, 2019 Jul 29, 2019
Cahill Financial Advisors Inc 9,404 $1,633k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 9,300 $1,614k Jun 30, 2019 Aug 12, 2019
West Branch Capital LLC 9,286 $1,612k Jun 30, 2019 Aug 5, 2019
RAAB & Moskowitz Asset Management LLC 9,196 $1,596k Jun 30, 2019 Aug 9, 2019
Sandell Asset Management Corp 9,100 $1,579k Jun 30, 2019 Aug 14, 2019
Amplify Investments LLC 13,104 $1,568k Mar 31, 2018 May 14, 2018
Meristem Family Wealth LLC 8,915 $1,547k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 8,900 $1,545k Jun 30, 2019 Aug 5, 2019
Ascension Asset Management LLC 8,675 $1,506k Jun 30, 2019 Jul 23, 2019
KCS Wealth Advisory LLC 8,445 $1,466k Jun 30, 2019 Jul 29, 2019
Callahan Advisors LLC 8,261 $1,434k Jun 30, 2019 Jul 17, 2019
CIM LLC 8,142 $1,413k Jun 30, 2019 Jul 22, 2019
Viking Fund Management LLC 8,000 $1,388k Jun 30, 2019 Jul 16, 2019
IMS Capital Management Inc 7,982 $1,385k Jun 30, 2019 Aug 14, 2019
Nikulski Financial Inc 7,542 $1,351k Jun 30, 2019 Jul 22, 2019
Bourne LENT Asset Management Inc 7,700 $1,336k Jun 30, 2019 Jul 29, 2019
New England Investment & Retirement Group Inc 7,668 $1,331k Jun 30, 2019 Jul 31, 2019
OFI Advisors LLC 18,958 $1,321k Sep 30, 2015 Nov 16, 2015
Peninsula Wealth LLC 7,608 $1,319k Jun 30, 2019 Aug 2, 2019
SPC Financial Inc 7,547 $1,310k Jun 30, 2019 Aug 1, 2019
Strategic Capital Advisers Inc 7,437 $1,291k Jun 30, 2019 Jul 30, 2019
Round Hill Asset Management Inc 7,421 $1,282k Jun 30, 2019 Aug 13, 2019
DSC Advisors LP 7,293 $1,266k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 7,238 $1,256k Jun 30, 2019 Jul 16, 2019
Dumont & Blake Investment Advisors LLC 7,155 $1,242k Jun 30, 2019 Aug 1, 2019
Terra NOVA Asset Management LLC 9,400 $1,240k Dec 31, 2018 Feb 15, 2019
Dedora Capital Inc 6,805 $1,181k Jun 30, 2019 Aug 8, 2019
Confluence Wealth Management LLC 6,799 $1,180k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisory LLC 6,785 $1,178k Jun 30, 2019 Aug 8, 2019
Cornell Pochily Investment Advisors Inc 6,711 $1,165k Jun 30, 2019 Jul 22, 2019
SFMG LLC 6,264 $1,151k Jun 30, 2019 Aug 5, 2019
Oribel Capital Management LP 6,500 $1,128k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 6,397 $1,110k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 6,419 $1,099k Jun 30, 2019 Aug 9, 2019
Family Legacy Inc 6,129 $1,064k Jun 30, 2019 Jul 25, 2019
Summit Asset Management LLC 6,026 $1,046k Jun 30, 2019 Aug 7, 2019
Harfst and Associates Inc 5,985 $1,038k Jun 30, 2019 Aug 14, 2019
Kingfisher Capital LLC 5,963 $1,035k Jun 30, 2019 Aug 14, 2019
Wespac Advisors LLC 5,918 $1,027k Jun 30, 2019 Jul 23, 2019
American Asset Management Inc 5,900 $1,024k Jun 30, 2019 Jul 31, 2019
Bernicke Wealth Management Ltd 5,881 $1,021k Jun 30, 2019 Aug 5, 2019
Foundations Investment Advisors LLC 5,735 $1,014k Jun 30, 2019 Jul 8, 2019
Bigelow Investment Advisors LLC 5,837 $1,013k Jun 30, 2019 Jul 17, 2019
Brown Capital Management LLC 5,831 $1,012k Jun 30, 2019 Aug 13, 2019
Corda Investment Management LLC 5,826 $1,011k Jun 30, 2019 Aug 9, 2019
Cambridge Advisors Inc 5,744 $997k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 5,744 $997k Jun 30, 2019 Jul 26, 2019
Dorchester Wealth Management Company 5,738 $996k Jun 30, 2019 Jul 19, 2019
Biltmore Family Office LLC 5,713 $991k Jun 30, 2019 Jul 31, 2019
Acropolis Investment Management LLC 5,577 $968k Jun 30, 2019 Jul 11, 2019
Lenox Wealth Advisors LLC 5,510 $956k Jun 30, 2019 Jul 12, 2019
Canal Capital Management LLC 5,439 $944k Jun 30, 2019 Jul 31, 2019
Interocean Capital LLC 5,431 $943k Jun 30, 2019 Aug 13, 2019
CWH Capital Management Inc 5,317 $923k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 5,228 $907k Jun 30, 2019 Jul 11, 2019
GM Advisory Group Inc 5,225 $907k Jun 30, 2019 Aug 9, 2019
Westover Capital Advisors LLC 5,182 $899k Jun 30, 2019 Aug 13, 2019
HIGH Falls Advisors Inc 5,125 $889k Jun 30, 2019 Aug 15, 2019
Greatmark Investment Partners Inc 5,097 $885k Jun 30, 2019 Aug 5, 2019
Windsor Capital Management LLC 5,067 $879k Jun 30, 2019 Aug 2, 2019
RNC Capital Management LLC 5,059 $878k Jun 30, 2019 Jul 25, 2019
Curbstone Financial Management Corporation 5,014 $870k Jun 30, 2019 Jul 9, 2019
Brasada Capital Management LP 4,900 $867k Jun 30, 2019 Aug 7, 2019
Independence Advisors LLC 4,980 $864k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 4,980 $864k Jun 30, 2019 Aug 12, 2019
Vontobel Swiss Wealth Advisors AG 4,960 $861k Jun 30, 2019 Aug 12, 2019
Osborne Partners Capital Management LLC 4,917 $853k Jun 30, 2019 Jul 18, 2019
Trust Advisors LLC 4,890 $849k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 4,890 $849k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 4,890 $849k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 4,890 $849k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 4,890 $849k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 4,890 $849k Jun 30, 2019 Jul 30, 2019
Abner Herrman & Brock LLC 4,806 $834k Jun 30, 2019 Jul 19, 2019
Haverford Financial Services Inc 4,600 $798k Jun 30, 2019 Aug 13, 2019
Malaga COVE Capital LLC 4,407 $765k Jun 30, 2019 Aug 14, 2019
PENN Davis Mcfarland Inc 4,400 $764k Jun 30, 2019 Jul 16, 2019
Arlington Financial Advisors LLC 4,300 $746k Jun 30, 2019 Aug 5, 2019
Aldebaran Financial Inc 4,274 $742k Jun 30, 2019 Aug 14, 2019
Willow Creek Wealth Management Inc 4,264 $740k Jun 30, 2019 Jul 22, 2019
Youngs Advisory Group Inc 4,246 $737k Jun 30, 2019 Jul 16, 2019
Secrest Blakey & Associates LLC 4,188 $727k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 4,756 $713k Sep 30, 2018 Nov 14, 2018
Guild Investment Management Inc 4,035 $700k Jun 30, 2019 Jul 29, 2019
Berkeley Capital Partners LLC 3,939 $684k Jun 30, 2019 Aug 8, 2019
Highland Private Wealth Management 3,800 $659k Jun 30, 2019 Aug 13, 2019
Permanens Capital LP 3,784 $657k Jun 30, 2019 Aug 9, 2019
Harvest Capital Management Inc 3,651 $633k Jun 30, 2019 Aug 7, 2019
BFSG LLC 3,642 $632k Jun 30, 2019 Jul 30, 2019
Bingham Osborn & Scarborough LLC 3,620 $628k Jun 30, 2019 Aug 2, 2019
Permit Capital LLC 3,550 $616k Jun 30, 2019 Aug 14, 2019
Becker Capital Management Inc 3,484 $605k Jun 30, 2019 Aug 8, 2019
Stokes & Hubbell Capital Management LLC 3,863 $603k Mar 31, 2019 Apr 24, 2019
Andesa Financial Management Inc 3,465 $602k Jun 30, 2019 Jul 30, 2019
Elgethun Capital Management 3,415 $593k Jun 30, 2019 Aug 8, 2019
LGL Partners LLC 3,405 $591k Jun 30, 2019 Aug 14, 2019
Cookson Peirce & Co Inc 3,346 $581k Jun 30, 2019 Jul 31, 2019
Oak Ridge Investments LLC 3,323 $577k Jun 30, 2019 Aug 14, 2019
STA Wealth Management LLC 3,260 $566k Jun 30, 2019 Aug 14, 2019
Kelman Lazarov Inc 3,263 $566k Jun 30, 2019 Jul 22, 2019
Connecticut Wealth Management LLC 3,181 $552k Jun 30, 2019 Jul 29, 2019
Crystal Rock Capital Management LLC 3,144 $546k Jun 30, 2019 Aug 9, 2019
SWS Partners LLC 2,988 $539k Jun 30, 2019 Aug 13, 2019
Lucia Wealth Services LLC 3,099 $538k Jun 30, 2019 Jul 23, 2019
Wealth Alliance Advisory Group LLC 2,906 $525k Jun 30, 2019 Jul 17, 2019
Murphy Middleton Hinkle & Parker Inc 3,016 $523k Jun 30, 2019 Jul 15, 2019
REDW Stanley Financial Advisors LLC 3,005 $522k Jun 30, 2019 Aug 9, 2019
Shepherd Kaplan Krochuk LLC 3,000 $521k Jun 30, 2019 Aug 12, 2019
Sovarnum Capital LP 3,000 $521k Jun 30, 2019 Aug 14, 2019
The RICE Partnership LLC 2,987 $518k Jun 30, 2019 Jul 25, 2019
United Asset Strategies Inc 2,950 $512k Jun 30, 2019 Jul 31, 2019
Harvey Investment Company LLC 2,941 $510k Jun 30, 2019 Jul 16, 2019
New England Research & Management Inc 2,862 $497k Jun 30, 2019 Jul 9, 2019
Southeast Asset Advisors Inc 2,837 $492k Jun 30, 2019 Aug 14, 2019
Cypress Capital Management LLC 2,801 $486k Jun 30, 2019 Aug 5, 2019
Sadoff Investment Management LLC 2,794 $485k Jun 30, 2019 Aug 7, 2019
Buckley Wealth Management LLC 2,797 $485k Jun 30, 2019 Jul 19, 2019
Campbell & Company Investment Adviser LLC 2,766 $480k Jun 30, 2019 Jul 10, 2019
UNIO Capital LLC 2,700 $477k Jun 30, 2019 Aug 14, 2019
Smith & Howard Wealth Management LLC 2,751 $477k Jun 30, 2019 Jul 23, 2019
Weybosset Research & Management LLC 2,743 $476k Jun 30, 2019 Jul 22, 2019
Aristotle Capital Management LLC 2,700 $469k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 2,700 $469k Jun 30, 2019 Jul 12, 2019
Cheviot Value Management LLC 2,620 $455k Jun 30, 2019 Aug 14, 2019
Harwood Advisory Group LLC 2,594 $450k Jun 30, 2019 Aug 7, 2019
SOL Capital Management Co 2,586 $449k Jun 30, 2019 Jul 17, 2019
Winslow Asset Management Inc 2,550 $443k Jun 30, 2019 Jul 29, 2019
JGP Wealth Management LLC 2,544 $442k Jun 30, 2019 Jul 15, 2019
Barber Financial Group 2,530 $439k Jun 30, 2019 Aug 9, 2019
Sippican Capital Advisors LLC 2,500 $434k Jun 30, 2019 Jul 17, 2019
BSW Wealth Partners LLC 2,501 $434k Jun 30, 2019 Aug 13, 2019
Oak Grove Capital LLC 2,485 $431k Jun 30, 2019 Aug 9, 2019
Gilbert & COOK Inc 2,463 $427k Jun 30, 2019 Aug 5, 2019
Dimension Capital Management LLC 2,443 $424k Jun 30, 2019 Aug 12, 2019
TMD & Associates Inc 2,431 $422k Jun 30, 2019 Aug 9, 2019
Private Vista LLC 2,371 $414k Jun 30, 2019 Jul 19, 2019
CAMG Solamere Management LLC 2,353 $408k Jun 30, 2019 Aug 13, 2019
Biltmore Wealth Management LLC 2,299 $399k Jun 30, 2019 Jul 23, 2019
Letko Brosseau & Associates Inc 2,280 $396k Jun 30, 2019 Aug 1, 2019
Summit Financial Wealth Advisors LLC 2,275 $395k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,275 $395k Jun 30, 2019 Jul 16, 2019
Mountain Capital Investment Advisors Inc 2,196 $392k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 2,261 $392k Jun 30, 2019 Aug 23, 2019
The Northstar Group Inc 2,254 $391k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 2,254 $391k Jun 30, 2019 Jul 12, 2019
RKL Wealth Management LLC 2,212 $383k Jun 30, 2019 Aug 2, 2019
Horizon Investment Services LLC 2,186 $379k Jun 30, 2019 Aug 13, 2019
Horizon Financial Services LLC 2,186 $379k Jun 30, 2019 Aug 13, 2019
Mcguire Investment Group LLC 2,170 $377k Jun 30, 2019 Jul 25, 2019
The Fiduciary Group LLC 2,169 $376k Jun 30, 2019 Aug 14, 2019
Cumberland Advisors Inc 2,155 $374k Jun 30, 2019 Jul 11, 2019
KLCM Advisors Inc 2,131 $370k Jun 30, 2019 Aug 15, 2019
Monte Financial Group LLC 2,130 $370k Jun 30, 2019 Aug 7, 2019
Crescent Grove Advisors LLC 2,113 $367k Jun 30, 2019 Aug 6, 2019
Lexaurum Advisors LLC 2,093 $363k Jun 30, 2019 Jul 19, 2019
Staley Capital Advisers Inc 2,093 $363k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 2,085 $362k Jun 30, 2019 Aug 6, 2019
The WEIL Company 2,058 $357k Jun 30, 2019 Aug 12, 2019
Inspirion Wealth Advisors LLC 2,039 $354k Jun 30, 2019 Jul 15, 2019
Beese Fulmer Investment Management Inc 2,036 $353k Jun 30, 2019 Jul 5, 2019
Fulcrum Capital LLC 1,997 $347k Jun 30, 2019 Jul 29, 2019
FORT PITT Capital Group LLC 1,952 $339k Jun 30, 2019 Aug 9, 2019
Driehaus Capital Management LLC 1,910 $331k Jun 30, 2019 Aug 14, 2019
HGI Capital Management LLC 1,904 $330k Jun 30, 2019 Jul 26, 2019
ARS Investment Partners LLC 1,897 $329k Jun 30, 2019 Aug 12, 2019
Spears Abacus Advisors LLC 1,830 $318k Jun 30, 2019 Aug 9, 2019
WSFS Capital Management LLC 1,833 $318k Jun 30, 2019 Aug 14, 2019
Fairview Capital Investment Management LLC 1,793 $311k Jun 30, 2019 Aug 14, 2019
Peavine Capital LLC 1,756 $305k Jun 30, 2019 Jul 24, 2019
Premier Asset Management LLC 1,725 $299k Jun 30, 2019 Aug 7, 2019
Clarkston Capital Partners LLC 1,700 $295k Jun 30, 2019 Jul 24, 2019
West Chester Capital Advisors Inc 1,696 $294k Jun 30, 2019 Jul 30, 2019
Brave Asset Management Inc 1,692 $294k Jun 30, 2019 Aug 5, 2019
Biegel & Waller LLC 1,676 $291k Jun 30, 2019 Jul 23, 2019
DAY & Ennis LLC 1,672 $290k Jun 30, 2019 Aug 2, 2019
Toroso Investments LLC 1,668 $289k Jun 30, 2019 Aug 15, 2019
Obermeyer WOOD Investment Counsel LLLP 1,632 $283k Jun 30, 2019 Aug 13, 2019
Blackhawk Capital Partners LLC 1,595 $277k Jun 30, 2019 Aug 13, 2019
Morris Capital Advisors Inc 1,590 $276k Jun 30, 2019 Jul 15, 2019
Advisory Alpha LLC 1,525 $273k Jun 30, 2019 Aug 16, 2019
Falcon Point Capital LLC 1,560 $271k Jun 30, 2019 Jul 15, 2019
Portland Global Advisors LLC 1,558 $270k Jun 30, 2019 Jul 26, 2019
Bridgeworth LLC 1,534 $267k Jun 30, 2019 Jul 25, 2019
Wallace Capital Management Inc 1,531 $266k Jun 30, 2019 Aug 12, 2019
Guardian Capital Advisors LP 1,473 $260k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 1,475 $256k Jun 30, 2019 Aug 13, 2019
Leonard Rickey Investment Advisors PLLC 1,469 $255k Jun 30, 2019 Jul 10, 2019
Newfocus Financial Group LLC 1,465 $254k Jun 30, 2019 Jul 23, 2019
Martin Investment Management LLC 1,441 $250k Jun 30, 2019 Aug 7, 2019
Wellesley Investment Partners LLC 1,431 $248k Jun 30, 2019 Aug 5, 2019
Chatham Capital Group Inc 1,425 $247k Jun 30, 2019 Jul 24, 2019
Donald L Hagan LLC 1,420 $246k Jun 30, 2019 Jul 18, 2019
Cooper/Haims Advisors LLC 1,420 $246k Jun 30, 2019 Jul 26, 2019
The O'Dell Group LLC 1,392 $242k Jun 30, 2019 Jul 24, 2019
Pratt Collard Advisory Partners LLC 1,395 $242k Jun 30, 2019 Jul 16, 2019
Diversified Portfolios Inc 1,383 $240k Jun 30, 2019 Aug 13, 2019
Oarsman Capital Inc 1,375 $239k Jun 30, 2019 Aug 13, 2019
Founders Financial Securities LLC 1,366 $237k Jun 30, 2019 Jul 22, 2019
Hengehold Capital Management LLC 1,367 $237k Jun 30, 2019 Jul 23, 2019
Green Square Capital LLC 1,352 $235k Jun 30, 2019 Aug 14, 2019
FORD Financial Group Inc 1,350 $234k Jun 30, 2019 Jul 25, 2019
Quadrant Private Wealth Management LLC 1,340 $233k Jun 30, 2019 Aug 13, 2019
Hamel Associates Inc 1,341 $233k Jun 30, 2019 Aug 5, 2019
Dragon Financial and Investment Group LLC 1,549 $232k Sep 30, 2018 Oct 19, 2018
The Financial Consulate Inc 1,332 $231k Jun 30, 2019 Jul 24, 2019
FORT Point Capital Partners LLC 1,310 $227k Jun 30, 2019 Aug 9, 2019
Drexel Morgan & Co 1,300 $226k Jun 30, 2019 Aug 8, 2019
Athena Capital Advisors LLC 1,265 $220k Jun 30, 2019 Aug 9, 2019
Marathon Capital Management LLC 1,255 $217k Jun 30, 2019 Jul 25, 2019
Round Table Services LLC 1,225 $213k Jun 30, 2019 Jul 17, 2019
RAUB Brock Capital Management LP 1,211 $210k Jun 30, 2019 Jul 23, 2019
Hall Capital Management Company Inc 1,206 $209k Jun 30, 2019 Aug 14, 2019
Jordan Park Group LLC 1,205 $209k Jun 30, 2019 Jul 22, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,191 $207k Jun 30, 2019 Jul 22, 2019
Tortoise Index Solutions LLC 1,174 $204k Jun 30, 2019 Aug 14, 2019
The Family FIRM Inc 1,168 $203k Jun 30, 2019 Aug 6, 2019
Cavalier Investments LLC 1,053 $183k Jun 30, 2019 Jul 31, 2019
Lombard Odier Transatlantic Limited 1,260 $104k Sep 30, 2016 Nov 14, 2016
Spectrum Group Management LLC 460 $80k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 460 $80k Jun 30, 2019 Aug 2, 2019
Financial Advantage Inc 400 $69k Jun 30, 2019 Jul 23, 2019
CI Global Investments Inc 380 $57k Sep 30, 2018 Nov 9, 2018
Cedar Wealth Management LLC 300 $52k Jun 30, 2019 Jul 24, 2019
Interactive Financial Advisors Inc 294 $51k Jun 30, 2019 Jul 17, 2019
Clearbridge Investments LLC 369 $49k Dec 31, 2018 Feb 14, 2019
Maytech Global Investments LLC 275 $48k Jun 30, 2019 Aug 12, 2019
Ranger International Management LP 247 $43k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 200 $35k Jun 30, 2019 Jul 25, 2019
Avondale Wealth Management LLC 174 $30k Jun 30, 2019 Jul 26, 2019
Brand Asset Management Group Inc 169 $29k Jun 30, 2019 Jul 24, 2019
ODEY Asset Management LLP 150 $26k Jun 30, 2019 Aug 14, 2019
Spiderrock Advisors LLC 6,600 $24k Put Jun 30, 2019 Jul 29, 2019
Summit Financial Group Inc 108 $19k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 108 $19k Jun 30, 2019 Jul 3, 2019
Gyroscope Capital Management Group LLC 3,600 $3k Put Jun 30, 2019 Jul 11, 2019
Independent Advisor Alliance LLC 1,184 $0k Jun 30, 2019 Aug 12, 2019

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